# Itochu International INC. 401(k) Plan
Source: https://planprovider.pro/companies/itochu-international-inc-401k-plan

> Itochu International INC.'s 401(k) plan: 390 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Itochu International INC.

- **Sponsor EIN:** 131850807

- **Sponsor Address:** 1251 AVENUE OF THE AMERICAS, NEW YORK, NY, 10020

- **Plan Type:** 401(k)

- **Total Participants:** 390

- **Total Assets:** $175.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|390|$175.8M|$1.6M|$5.6M|

| 2023|415|$163.5M|$1.5M|$5.3M|

| 2022|734|$147.6M|$1.6M|$5.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$285,304|—|$285,304|

| FORVIS MAZARS, LLP|AUDITOR|$61,735|—|$61,735|

| MMA SECURITIES LLC|ADVISOR|$52,806|—|$52,806|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $399,845

- **Estimated Expense Ratio:** 0.227% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$399,845|$52,806|—|$61,735|—|

| 2023|$380,831|$40,375|—|$87,900|—|

| 2022|$414,144|$251,508|$7,827|—|$23,987|

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